Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Bonita Haubert is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 40 years of industry experience. She has worked with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and manages third-party asset managers with oversight from BNY Mellon Advisors for model implementation.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kathryn Smith is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Outside of her advisory role, Smith serves as Secretary/Treasurer of the Malvern Rotary Club and as Vice-President of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, with an emphasis on written recommendations and periodic reviews.

Paul Kendall is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Edward Jones and The Middlefield Banking Company. Outside of his advisory role, Kendall is a co-owner of Kendall Capital Group LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning through a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Mark Rojek is a financial advisor with Raymond James Financial in Massillon, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently works with Stoll Financial Group LLC and teaches at Walsh University, both since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work alongside specialized advisory programs.

Martha Dalcoma is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is a senior consultant with Herbalife International of America. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through a large network of advisors. The firm delivers model-based investment strategies managed by third-party asset managers and maintains approximately $15.5 billion in assets under management.

Drew Gooding is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Dover, OH. His prior work includes roles at Marsh Industries Inc and Ohio University Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 advisors.

Daniel Hipp is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding a Series 63 designation and over 31 years of industry experience. He has worked with Primerica Financial Services since 1985 and with Connecticut Mutual Life Insurance Co since 1993. Outside of his advisory role, he is an independent contractor property and casualty agent with Bungard Mack Insurance Company and is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Haney is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 63 designation and 14 years of industry experience. He has worked at Primerica Financial Services since 2010 and is involved with PFS Investments Inc. and RNR Technologies. Outside of investment services, he also engages in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors, offers a range of investment models including those with cryptocurrency ETFs, and provides custody and trade execution through Pershing and BNY Mellon Advisors.

Jeffrey Eisenberg is a financial advisor at SecuraWealth in Canton, Ohio, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with SecuraWealth Investment Strategies since 2010. SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm manages approximately $22.3 million in assets for 18 households, focusing on non-discretionary client relationships and combining individualized portfolio management with pension consulting services.